DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.82M
3
+$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$404 ﹤0.01%
5
-8
1127
$401 ﹤0.01%
33
1128
$401 ﹤0.01%
19
-4
1129
$400 ﹤0.01%
5
+1
1130
$400 ﹤0.01%
14
1131
$397 ﹤0.01%
41
-21
1132
$397 ﹤0.01%
+26
1133
$396 ﹤0.01%
18
-6
1134
$396 ﹤0.01%
11
-1
1135
$394 ﹤0.01%
4
1136
$394 ﹤0.01%
4
-2
1137
$393 ﹤0.01%
7
-2
1138
$393 ﹤0.01%
39
+9
1139
$392 ﹤0.01%
4
+1
1140
$390 ﹤0.01%
6
1141
$385 ﹤0.01%
6
1142
$380 ﹤0.01%
10
1143
$379 ﹤0.01%
2
-2
1144
$372 ﹤0.01%
8
+7
1145
$369 ﹤0.01%
11
1146
$369 ﹤0.01%
6
1147
$369 ﹤0.01%
21
+2
1148
$367 ﹤0.01%
8
+2
1149
$364 ﹤0.01%
6
1150
$363 ﹤0.01%
100
44 45
46
47 48